Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

We are insurance licensed and securities registered in the resident state of FL. Securities registered in the following states: AR, CA, CO, CT, DE, GA, LA, MA, MI, MO, NC, NH, NJ, NV,, NY, TN, TX, VT and VA. This is not an offer or solicitation in any state where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at (305) 442-2003. 1389682TM_Jan19